Global Principals:Best Practices & Resources for

Procurement Professionals

PROCUREMENT ROUNDUP

2015

National Association of Purchasing Management

NAPM-RGV

Resources for Best Practices

• Partnership for Public Procurement• Founded by Chartered Institute of

Purchasing & Supply (CIPS) and The Institute for Public Procurement (NIGP)

• International standard of public procurement practice

• Try the free Public Procurement Profiler – Essentials – Self Assessment

• www.globalpublicprocurement.org

Public Procurement Profiler - Essentials

• Procurement policies in place and decisions based on such policies

• Supply management risk assessment

• Supply market intelligence assessments

• Procurement planning process

• Monitoring ‘Maverick Spending’ and procurement process

• Procurement as

distinct function• Formal procurement

process• Spend analysis• Training plan• Alignment with

agency strategy• Leadership in

procurement function

• Sustainable procurement

• Collaborative decision-making

• Communication with suppliers

• Use of technology• Contract

management• Continuous

improvement• Ethics

Resources for Best Practices

• Values and Guiding Principles for Public Procurement• 20 Global Standards of Practice have been

completed

• Provided guidance for best practices in public procurement

• http://principlesandpractices.org

Values – Principles and Practices of Public

Procurement• ACCOUNTABILITY: Taking ownership and being

responsible to all stakeholders for our actions.

• IMPARTIALITY: Unbiased decision making and actions.

• ETHICS : Doing the right thing.

• PROFESSIONALISM: Upholding high technical and ethical standards.

• SERVICE: Obligation to assist stakeholders.

• TRANSPARENCY: Easily accessible and understandable policies and processes.

20 Global Standards of Practice

• Strategic Planning• Performance

Measurement• Performance

Management• Performance

Metrics• Cooperative

Purchasing• Transparency• Risk Management• Policy Manual• Ethical

Procurement

• Performance-Based Contracting

• Sustainable Procurement

• Conducting Spend Analysis

• Lease vs. Purchase Analysis

• Specifications• Developing

Evaluation Criteria• Outsourcing• Technology in

Public Procurement

• The Evaluation Process

• Supplier Relationship Management

• Qualifications-Based Selection for Architectural and Engineering Services

• FUTURE STANDARDS:• Price Analysis

• Value Analysis

Resources for Best Practices

• National Procurement Institute, Inc.

• Public sector affiliate of Institute of Supply Management

• Founding sponsor of the Achievement of Excellence in Procurement® (AEP), entering its 18th year of recognizing excellence in public procurement

• Offers 35 Criteria based on best practices

• www.npiconnection.org

Achievement of Excellence in Procurement

• “How to Do Business” web page

• Ethics• Electronic procurement

manual• Internal customer and

vendor formal training and surveys

• Performance measures• Centralized procurement

authority• Procurement

organizational structure• pCard System

• Use of term contracts• Professional

certification/Education of leadership and staff

• Professional development program

• Leadership in purchasing association

• Participant as speaker or panel member

• Best Value procurement

• Sustainable procurement (Environmental)

• Lead Agency in Cooperative Contract

• Authority of CPO

• Use of technology for purchase orders, internet presence, online vendor registration, posting/downloading bids, electronic notifications to bidders, acceptance of online bids and quotes, posting award results online, electronic PO to vendor and internet auctions.

Resources for Best Practices

• Texas Association of School Business Officials• Award of Merit for Purchasing Operations

• Recognizes school district's achievement in implementing best practices in the area of purchasing

• www.tasbo.org

Award of Merit for Purchasing Operations

• Purchasing Organization

• Policies and procedures

• Ethics/Conflict of Interest

• External audit

• Contract management

• Annual Aggregate (monitoring)

• Vendor performance

• Professional development and certification

• pCard System

• Warehousing

• Cooperative purchasing

• Lead Agency in

Cooperative Contract

• Training, surveys/ newsletter for internal customers

• Use of technology for

• purchase orders, • internet presence, • online vendor

registration, • posting/

downloading bids, • electronic

notifications to bidders,

• acceptance of online bids and quotes,

• posting award results online,

• electronic PO to vendor and internet auctions.

Resource SpotLight

• SBDC – Small Business Development Center

• PTAC – Procurement Technical Assistance Center

Questions?